Morgan Stanley Purchases in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ELS
Equity Lifestyle Properties Inc

Real Estate
22.5K
+ 1.57%
$64.36 - $69.32 $1.45M - $1.56M
1.45M $96.9M
UDMY
Udemy, Inc.

Consumer Defensive
238K
+ 55.16%
$7.32 - $10.1 $1.74M - $2.4M
669K $5.19M
BBU
Brookfield Business Partners L.P.

Industrials
68.9K
+ 172.37%
$21.53 - $25.37 $1.48M - $1.75M
109K $2.55M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
22.4K
+ 29.03%
$58.31 - $62.66 $1.31M - $1.4M
99.5K $6.12M
SAIC
Science Applications International Corp

Technology
11.9K
+ 2.25%
$95.77 - $119.82 $1.14M - $1.43M
542K $60.8M
BASE
Couchbase, Inc.

Technology
95.9K
+ 20.3%
$13.17 - $19.14 $1.26M - $1.83M
568K $8.95M
RWAY
Runway Growth Finance Corp.

Financial Services
162K
+ 95.05%
$10.35 - $11.63 $1.67M - $1.88M
332K $3.43M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
90.3K
+ 5.38%
$11.64 - $12.49 $1.05M - $1.13M
1.77M $20.9M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
85.2K
+ 6.31%
$154.39 - $176.55 $13.1M - $15M
1.44M $225M
TNP
Tsakos Energy Navigation LTD

Energy
62.4K
+ 24.58%
N/A
316K $7.89M
BAK
Braskem Sa

Basic Materials
402K
+ 1130.63%
$3.48 - $5.04 $1.4M - $2.02M
437K $1.68M
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
578K
+ 39.82%
$3.27 - $3.68 $1.89M - $2.13M
2.03M $6.7M
SJT
San Juan Basin Royalty Trust

Energy
50.5K
+ 6.78%
$3.78 - $5.63 $191K - $284K
794K $4.39M
ALCO
Alico, Inc.

Consumer Defensive
40.3K
+ 46.86%
$25.9 - $32.8 $1.04M - $1.32M
126K $3.77M
EVN
Eaton Vance Municipal Income Trust

Financial Services
137K
+ 15.66%
$9.91 - $10.78 $1.36M - $1.48M
1.01M $10.4M
ENIC
Enel Chile S.A.

Utilities
94.5K
+ 3.02%
$2.85 - $3.47 $269K - $328K
3.22M $10.5M
UNFI
United Natural Foods Inc

Consumer Defensive
51.8K
+ 4.22%
$24.57 - $34.37 $1.27M - $1.78M
1.28M $35M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
8.77K
+ 3.21%
$64.47 - $70.13 $565K - $615K
282K $19.2M
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
78.5K
+ 45.28%
$10.88 - $14.75 $854K - $1.16M
252K $3.63M
DSL
Double Line Income Solutions Fund

Financial Services
111K
+ 3.84%
$12.53 - $12.88 $1.39M - $1.43M
3M $37.8M
CRNC
Cerence Inc.

Technology
185K
+ 21.89%
$7.9 - $20.18 $1.46M - $3.73M
1.03M $8.13M
EWO
Ishares Inc Msci Austria ETF

ETFs
26.2K
+ 12.94%
$20.67 - $26.81 $542K - $703K
229K $5.75M
JETS
ETF Ser Solutions U S Global J

ETFs
603K
+ 25.05%
$20.77 - $26.81 $12.5M - $16.2M
3.01M $62.5M
IFN
India Fund Inc

Financial Services
93.3K
+ 7.11%
$14.32 - $16.19 $1.34M - $1.51M
1.41M $22.2M
AGX
Argan Inc

Industrials
16.5K
+ 14.35%
$104.05 - $185.35 $1.72M - $3.06M
132K $17.3M
KNOP
Knot Offshore Partners LP

Industrials
38.9K
+ 4.89%
$5.33 - $6.98 $208K - $272K
835K $5.83M
MNA
Iq Merger Arbitrage ETF

ETFs
19K
+ 3.06%
$33.08 - $34.35 $630K - $654K
641K $22M
JHML
John Hancock Multifactor Large

ETFs
36.4K
+ 8.38%
$66.07 - $73.03 $2.4M - $2.66M
471K $31.7M
UHT
Universal Health Realty Income Trust

Real Estate
18.4K
+ 9.47%
$35.13 - $42.02 $645K - $772K
212K $8.7M
WDFC
Wd 40 CO

Basic Materials
5.05K
+ 2.72%
$226.67 - $250.92 $1.14M - $1.27M
191K $46.6M
CHIQ
Global X Msci China Consumer D

ETFs
55.4K
+ 79.08%
$17.88 - $24.06 $991K - $1.33M
126K $2.8M
BAR
Granite Shares Gold Trust

ETFs
37.8K
+ 61.62%
$26.01 - $30.84 $983K - $1.16M
99.1K $3.06M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
95K
+ 1.7%
$10.55 - $11.13 $1M - $1.06M
5.69M $60.9M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
15.7K
+ 2.42%
$93.32 - $95.35 $1.47M - $1.5M
667K $62.5M
VVR
Invesco Senior Income Trust

Financial Services
893K
+ 9.44%
$3.55 - $4.15 $3.17M - $3.7M
10.3M $38.8M
UVV
Universal Corp

Consumer Defensive
19K
+ 5.94%
$49.67 - $56.43 $943K - $1.07M
339K $19M
FNA
Paragon 28, Inc.

Healthcare
59.2K
+ 23.91%
$10.25 - $13.09 $607K - $775K
307K $4.01M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
24.2K
+ 10.48%
$89.89 - $100.28 $2.17M - $2.42M
255K $23.4M
GUG
Guggenheim Active Allocation Fund

ETFs
61.8K
+ 2.56%
$14.92 - $15.9 $922K - $982K
2.47M $37.2M
LNN
Lindsay Corp

Industrials
2K
+ 1.43%
$116.77 - $139.05 $234K - $279K
142K $18M
MCG
Membership Collective Group Inc.

Consumer Cyclical
202K
+ 181.75%
N/A
313K $2.16M
LEU
Centrus Energy Corp

Energy
31K
+ 25.4%
$62.21 - $119.74 $1.93M - $3.71M
153K $9.53M
FLEE
Franklin Templeton ETF Tr

ETFs
45K
+ 10916.99%
$27.52 - $32.21 $1.24M - $1.45M
45.4K $1.4M
PEO
Adams Natural Resources Fund, Inc.

Financial Services
29.5K
+ 4.43%
$21.34 - $23.86 $630K - $704K
696K $15.9M
SHEN
Shenandoah Telecommunications CO

Communication Services
111K
+ 28.74%
$10.5 - $13.48 $1.17M - $1.5M
498K $6.26M
ANDE
Andersons, Inc.

Consumer Defensive
10.3K
+ 2.67%
$40.06 - $47.81 $414K - $494K
397K $17.1M
NTCT
Netscout Systems Inc

Technology
107K
+ 7.87%
$20.47 - $25.06 $2.2M - $2.69M
1.47M $31M
THRY
Thryv Holdings, Inc.

Communication Services
166K
+ 43.53%
$12.81 - $20.12 $2.12M - $3.33M
546K $6.99M
CAPL
Cross America Partners LP

Energy
50.4K
+ 105.65%
$21.88 - $24.57 $1.1M - $1.24M
98K $2.41M
Activity Summary
Buys All Purchases 3980 New Holdings 504 Increased Positions 3476 Sells All Sells 3366 Reductions 3366 Sold out 0 Options Calls 0 Puts 0
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